Bellwether Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $365K | Buy |
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|
2025
Q1 | $261K | Sell |
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|
2024
Q4 | $266K | Buy |
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|
2024
Q3 | $218K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $141K | Sell |
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|
2022
Q4 | $169K | Buy |
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|
2022
Q3 | $144K | Buy |
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|
2022
Q2 | $144K | Buy |
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|
2022
Q1 | $103K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $60K | Buy |
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|
2020
Q4 | $56K | Buy |
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